Key stats
About Dimensional US Large Cap Value ETF
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Inception date
Dec 6, 2022
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Dimensional Fund Advisors LP
Distributor
DFA Securities LLC
DFLV is designed to provide exposure to the large-cap segment of the US equity market. Securities considered for inclusion are those determined to be value stocks and are generally in the highest 90% of the total market-cap of the eligible investment universe. Selection is done through an integrated investment approach, combining research, portfolio design, portfolio management, and trading functions. Although the constituents are to be weighted by market-cap, certain stocks may be overweighted or underweighted as per the discretion of the advisor to ensure a broad and diversified exposure. The advisor also aims to reduce trading costs through a flexible trading approach. Due to the active management, the fund may have a higher portfolio turnover than index funds for this space. Derivatives may be used to leverage exposure or manage cash. Lending of portfolio securities is permitted to generate additional income. DFLVs objective is long-term capital appreciation.
Classification
What's in the fund
Exposure type
Finance
Energy Minerals
Electronic Technology
Stock breakdown by region
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.